Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSTIX (Calamos Short-Term Bond Fund) | 2.49% | 5.75% | 4.47% | 2.72% | NA | NA | NA | 3.51% |
Data as of 07/01/2025, AR inception is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTIX (Calamos Short-Term Bond Fund) | 10/05/2018 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.75 | 4.47 | 2.72 | NA | NA | NA | 3.51 | 2.49 | 4.92 | 5.69 | -3.18 | 1.75 | 4.16 | 4.83 | 0.62 |
| Sharpe Ratio | NA | 1.22 | 0.53 | 0.33 | NA | NA | NA | 0.58 | 0.97 | 0.59 | 0.75 | -1.89 | 0.87 | 1.53 | 2.33 | 0.75 |
| Standard Deviation(%) | NA | 2.22 | 2.46 | 2.26 | NA | NA | NA | 2.24 | 2.21 | 2.21 | 2.75 | 2.44 | 1.98 | 2.54 | 1.44 | 1.40 |
| Draw Down(%) | NA | 1.04 | 2.51 | 5.71 | NA | NA | NA | 5.71 | 1.04 | 1.04 | 1.24 | 5.17 | 0.87 | 4.79 | 0.59 | 0.40 |
| Yield(%) | 0.00 | 3.95 | 3.87 | 3.71 | 2.43 | 1.62 | 1.22 | 4.06 | 1.52 | 4.50 | 3.96 | 2.30 | 4.96 | 3.41 | 3.47 | 0.72 |
Data as of 07/01/2025, AR inception is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTIX (Calamos Short-Term Bond Fund) |
0.50%
Oct 2019 - Oct 2022 |
2.30%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTIX (Calamos Short-Term Bond Fund) |
4.61%
Jun 2022 - Jun 2025 |
3.20%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart